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Daniel Lee

CFP®, CFA

Senior Wealth Manager

Daniel Lee

CFP®, CFA

Senior Wealth Manager

Biography

Daniel joined Plancorp in 2019 after spending over a decade with a local Bay Area firm. He leads our Silicon Valley office and specializes in helping busy professionals optimize complex retirement and equity compensation plans. Daniel also researches socially and environmentally responsible investing for the firm.

Daniel earned a BS in Economics and Biopsychology from the University of Michigan and completed the UC Berkeley Extension Personal Financial Planning program. He is an award winning instructor at the UC Berkeley Extension program and also serves on their Advisory Board.

In his free time, Daniel stays active by playing basketball, golfing, and traveling to spend time with family and friends. He is a devoted fan of his Michigan Wolverines football and basketball teams.

Community Involvement
  • Korean American Community Foundation - Associate Board Member (2017 - present)
  • UC Berkeley Extension - Advisory Board Member (2016 - present)
  • Financial Planning Association of San Francisco - Board of Directors (2016 - present)
  • Michigan Alumni Club of Greater San Francisco - President (2009 - 2013)
Education
  • University of Michigan, B.S. Economics, Biopsychology/Neuroscience, 2005
  • UC Berkeley Extension, Certificate in Personal Financial Planning, 2009

Insights

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